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Phone:
  • (207) 799-2010

Welcome to TAK Advisory LLC

You could be an individual, a trustee or a conservator seeking to create financial security for you and your family or for future generations. You may have specific questions about your financial situation, financial planning, retirement planning, savings and investment in general. You are on the right path…

Financial Planning | Investment Management

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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